How to edit an offer

If you want to edit an offer that is registered as "sent":

  1. Select "Sales" in the top bar and click "Offers" in the menu
  2. Locate the offer you would like to edit and hover the cursor over the three little dots on the right side of the order line
  3. Click "re-open" and you will be able to make adjustments to the offer


The three little dots in the right side also gives you the following options in order from left to right:

  • Send to customer
  • Customer has rejected
  • Customer has accepted
  • Make adjustments
  • Copy offer
  • Re-open